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JOURNEY STRATEGIC WEALTH LLC: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on META, newest first. How the timeline and the estimate are built.

JOURNEY STRATEGIC WEALTH LLC held 26,821 META shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 26,821 shares
    Change vs previous 13F +5,256 shares

    0.38% of the 13F portfolio, value $15,344,924.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 21,565 shares
    Change vs previous 13F -2,266 shares

    0.37% of the 13F portfolio, value $14,234,650.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 23,831 shares
    Change vs previous 13F -117 shares

    0.49% of the 13F portfolio, value $17,501,086.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 23,948 shares
    Change vs previous 13F +4,320 shares

    0.57% of the 13F portfolio, value $17,675,851.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 19,628 shares
    Change vs previous 13F +5,084 shares

    0.39% of the 13F portfolio, value $11,312,816.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 14,544 shares
    Change vs previous 13F +2,789 shares

    0.32% of the 13F portfolio, value $8,515,379.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 11,755 shares
    Change vs previous 13F +2,690 shares

    0.25% of the 13F portfolio, value $6,728,982.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 9,065 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,570,709.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).